Flowserve ( FLS) numbers were lowered at Jefferies. Shares are now seen reaching $133. Estimates were also lowered on weak euro, Jefferies said. Buy rating.

First Solar ( FSLR) estimates were raised at Bank of America/Merrill Lynch through 2014. Business is fixable, and investors are being well-compensated for risk, BofA/Merrill said. Buy rating and $30 price target.